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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2801
Core Wealth Partners
California
$320K – – –
CA
2802
Centerpoint Advisors
Massachusetts
$319K -$9.84K -35 -3%
ACM
2803
Aurdan Capital Management
Pennsylvania
$319K +$295K +1,049 New
FFG
2804
Fortem Financial Group
California
$318K -$94.8K -337 -24%
SCM
2805
Schnieders Capital Management
California
$318K – – –
GAM
2806
GEM Asset Management
Michigan
$316K +$281 +1 +0.1%
IWA
2807
Invera Wealth Advisors
Oregon
$316K – – –
HNWA
2808
Henrickson Nauta Wealth Advisors
Michigan
$314K -$3.66K -13 -1%
NRG
2809
Nemes Rush Group
Michigan
$314K +$21.7K +77 +8%
AL
2810
ADE LLC
Maryland
$314K +$64.1K +228 +28%
FPWM
2811
FSB Premier Wealth Management
Iowa
$313K -$15.5K -55 -5%
SFB
2812
STAR Financial Bank
Indiana
$313K +$290K +1,030 New
PRS
2813
Pinkerton Retirement Specialists
Idaho
$313K -$51.8K -184 -15%
TR
2814
Tepp RIA
New Jersey
$312K +$288K +1,025 New
EWM
2815
Edge Wealth Management
New York
$311K +$51.8K +184 +22%
ONST
2816
Old North State Trust
North Carolina
$311K -$3.29M -11,714 -92%
TBWA
2817
Three Bridge Wealth Advisors
California
$311K +$287K +1,020 New
GOCP
2818
Great Oak Capital Partners
Massachusetts
$309K +$284K +1,008 New
OAM
2819
Occidental Asset Management
California
$309K +$33.5K +119 +13%
HPC
2820
Hobart Private Capital
North Carolina
$308K +$54.6K +194 +24%
AW
2821
Alteri Wealth
California
$307K -$7.59K -27 -3%
SPWM
2822
Spartan Planning & Wealth Management
North Carolina
$307K +$64.4K +229 +29%
SIAG
2823
Signet Investment Advisory Group
Rhode Island
$306K – – –
GWCM
2824
Godshalk Welsh Capital Management
Pennsylvania
$306K – – –
AFS
2825
Anderson Financial Strategies
Ohio
$304K – – –
111 112
113
114 115